Purchases and Sales Made in Q2 2025 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 2025. The information is specifically focused on institutions that hold shares of Bank of America Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-102- 0.73% |
$3.51K - $4.84K
|
13.9K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-109- 5.74% |
$3.75K - $5.17K
|
1.79K
$83.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-120- 1.03% |
$4.13K - $5.7K
|
11.5K
$541K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-123- 1.45% |
$4.23K - $5.84K
|
8.34K
$390K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-134- 2.1% |
$4.61K - $6.36K
|
6.26K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-146- 0.69% |
$5.02K - $6.93K
|
21K
$984K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 2.16% |
$5.16K - $7.12K
|
6.8K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-155- 2.09% |
$5.33K - $7.36K
|
7.27K
$340K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-160- 1.34% |
$5.5K - $7.59K
|
11.8K
$553K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-171- 1.79% |
$5.88K - $8.12K
|
9.36K
$438K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-174- 3.23% |
$5.98K - $8.26K
|
5.21K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-179- 2.97% |
$6.16K - $8.5K
|
5.84K
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-188- 1.15% |
$6.47K - $8.92K
|
16.2K
$759K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-199- 0.47% |
$6.84K - $9.44K
|
42.1K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-200- 16.67% |
$6.88K - $9.49K
|
1K
$46.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-228- 4.45% |
$7.84K - $10.8K
|
4.9K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-231- 1.07% |
$7.94K - $11K
|
21.3K
$998K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-238- 1.54% |
$8.18K - $11.3K
|
15.2K
$711K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-248- 4.34% |
$8.53K - $11.8K
|
5.47K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-268- 1.03% |
$9.22K - $12.7K
|
25.8K
$1.21M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-300- 1.64% |
$10.3K - $14.2K
|
18K
$845K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-300- 1.86% |
$10.3K - $14.2K
|
15.8K
$739K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-302- 2.33% |
$10.4K - $14.3K
|
12.6K
$592K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-304- 0.4% |
$10.5K - $14.4K
|
76K
$3.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-308- 4.83% |
$10.6K - $14.6K
|
6.07K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-341- 4.95% |
$11.7K - $16.2K
|
6.55K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.51% |
$11.9K - $16.4K
|
22.5K
$1.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-376- 3.79% |
$12.9K - $17.8K
|
9.55K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-426- 1.15% |
$14.7K - $20.2K
|
36.5K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-453- 3.63% |
$15.6K - $21.5K
|
12K
$564K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-493- 3.63% |
$17K - $23.4K
|
13.1K
$613K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-495- 4.29% |
$17K - $23.5K
|
11K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-559- 0.41% |
$19.2K - $26.5K
|
136K
$6.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-569- 4.19% |
$19.6K - $27K
|
13K
$609K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-592- 2.16% |
$20.4K - $28.1K
|
26.8K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-651- 0.28% |
$22.4K - $30.9K
|
230K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-665- 6.55% |
$22.9K - $31.6K
|
9.48K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-668- 4.6% |
$23K - $31.7K
|
13.9K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-706- 7.75% |
$24.3K - $33.5K
|
8.4K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-724- 3.92% |
$24.9K - $34.4K
|
17.8K
$832K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-747- 0.28% |
$25.7K - $35.5K
|
265K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-753- 40.64% |
$25.9K - $35.7K
|
1.1K
$51.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-771- 1.93% |
$26.5K - $36.6K
|
39.1K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-802- 8.54% |
$27.6K - $38.1K
|
8.58K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-863- 4.1% |
$29.7K - $41K
|
20.2K
$946K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-924- 1.26% |
$31.8K - $43.9K
|
72.3K
$3.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-925- 2.29% |
$31.8K - $43.9K
|
39.4K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-945- 8.13% |
$32.5K - $44.8K
|
10.7K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-967- 9.45% |
$33.3K - $45.9K
|
9.27K
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-968- 4.74% |
$33.3K - $45.9K
|
19.5K
$912K
|